According to the GuruFocus All-in-One Screener, a Premium feature, the following guru-owned stocks have outperformed the S&P 500 Index over the past 12 months as of Jan. 8.
Lam Research
Lam Research Corp. (LRCX, Financial) has a market cap of $42.98 billion. It has outperformed the S&P 500 by 87.31% over the past year.
Shares are trading with a price-earnings ratio of 22. According to the discounted cash flow calculator, the stock is overpriced by 104% at $300. As of Wednesday, the share price was 122.14% above the 52-week low and 1.19 % below the 52-week high.
The company, which provides equipment used to fabricate semiconductors, has a profitability rating of 9 out of 10. The return on equity of 40.43% and return on assets of 18.01% are outperforming 95% of companies in the semiconductors industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 1.26 is below the industry median of 1.33.
Pioneer Investments (Trades, Portfolio) is the company's largest guru shareholder with 0.72% of outstanding shares, followed by the Parnassus Endeavor Fund (Trades, Portfolio) with 0.66% and Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.30%.
Ross Stores
With a market cap of $42.64 billion, Ross Stores Inc. (ROST, Financial) has outperformed the S&P 500 by 6.14% over the past 12 months.
Shares are trading with a price-earnings ratio of 26.28. According to the DCF calculator, the stock is undervalued with a 3.92% margin of safety at $119. As of Wednesday, the price was 35.91% above the 52-week low and 0.07% below the 52-week high.
The American apparel retailer has a profitability rating of 9 out of 10. The return on equity of 50.4% and return on assets of 20.62% are outperforming 97% of companies in the retail – cyclical industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 0.33 is below the industry median of 0.45.
The company’s largest guru shareholder is PRIMECAP Management (Trades, Portfolio) with 3.15% of outstanding shares, followed by Pioneer Investments with 0.95%, Simons’ firm with 0.19% and David Rolfe (Trades, Portfolio) with 0.11%.
Sysco
Sysco Corp. (SYY, Financial) has a market cap of $42.63 billion. It has outperformed the S&P 500 by 9.23% over the past year.
Shares are trading with a price-earnings ratio of 26. According to the DCF calculator, the stock is overpriced by 141% at $85. As of Wednesday, the price was 36.25% above the 52-week low and 2.81% below the 52-week high.
The foodservice distributor has a profitability rating of 8 out of 10. The return on equity of 69.98% and return on assets of 9.24% are outperforming 88% of companies in the retail – defensive industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.05 is far below the industry median of 0.39.
The company’s largest guru shareholder is Yacktman Asset Management (Trades, Portfolio) with 0.79% of outstanding shares, followed by Pioneer Investments with 0.58% and the Yacktman Fund (Trades, Portfolio) with 0.39%.
NetEase
With a market cap of $41.97 billion, NetEase Inc. (NTES, Financial) has outperformed the S&P 500 by 12.46% over the past 12 months.
Shares are trading with a price-earnings ratio of 14.69. According to the DCF calculator, the stock is undervalued with a 48.40% of margin of safety at $333. As of Wednesday, the price was 56.94% above the 52-week low and 2.92% below the 52-week high.
The Chinese online services provider has a profitability rating of 10 out of 10. The return on equity of 39.06% and return on assets of 21.4% are outperforming 86% of companies in the interactive media industry. Its financial strength is rated 8 out of 10. The cash-debt ratio of 3.96 is below the industry median of 4.82.
Ken Fisher (Trades, Portfolio) is the company's largest guru shareholder with 0.66% of outstanding shares, followed by Philippe Laffont (Trades, Portfolio) with 0.45%.
Autodesk
Autodesk Inc. (ADSK, Financial) has a market cap of $41.26 billion. It has outperformed the S&P 500 by 12.67% over the past 12 months.
Shares are trading with a price-earnings ratio of 284.09. According to the DCF calculator, the stock is overpriced by 2,555% at $190 per share. As of Wednesday, the price was 44.56% above the 52-week low and 0.36% below the 52-week high.
The company, which provides computer-aided design software, has a profitability rating of 6 out of 10. The return on assets of 3.17% is outperforming 54% of companies in the software industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.5 is below the industry median of 2.21.
The company’s largest guru shareholder is Steve Mandel (Trades, Portfolio)’s Lone Pine Capital with 2.05% of outstanding shares, followed by the Parnassus Endeavor Fund with 0.23%, Fisher with 0.16%, Pioneer Investments with 0.08% and PRIMECAP Management with 0.05%.
Manulife Financial
With a market cap of $40.29 billion, Manulife Financial Corp. (MFC, Financial) has outperformed the S&P 500 by 14.69% over the past 12 months.
Shares are trading with a price-earnings ratio of 11.0. According to the DCF calculator, the stock is overpriced by 6.4% at $21 per share. As of Wednesday, the price was 37.88% above the 52-week low and 37.88% below the 52-week high.
The Canadian life insurance company has a profitability rating of 6 out of 10. While the return on equity of 10.13% is outperforming the sector, the return on assets of 0.58% is underperforming 69% of competitors in the insurance industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 1.41 is below the industry median of 2.74.
Sarah Ketterer (Trades, Portfolio) is the company's largest guru shareholder with 0.83% of outstanding shares, followed by Simons' firm with 0.33%, Ray Dalio (Trades, Portfolio)’s Bridgewater Associates with 0.03% and Lee Ainslie (Trades, Portfolio) with 0.01%.
Disclosure: I do not own any of the stocks mentioned.
GuruFocus 15-year anniversary promotion
The holiday season is here, and so is GuruFocus’s 15-year anniversary! In order to celebrate, we are offering an exclusive holiday discount of up to 30% off on our GuruFocus Premium Membership.
Join now to get GuruFocus Premium membership for only $399/Year! In addition, save an extra $100 when you upgrade to our PremiumPlus Membership, and enjoy $100 off the price of each additional region you add to the subscription.
Don’t miss out on this once-in-a-decade deal! You can sign up for the discount price by clicking this link. Happy holidays!
Read more here:
